Our blog

Without a Doubt: How to Navigate Through Ethical Grey Areas (December, 12 – Conference)


By mariejosee on November 27 2012

Conference Without a Doubt: How to Navigate Through Ethical Grey Areas A workshop for those on the fundraising frontline While legal advice is important, we should all be able to recognize the situations where ethics are called into question – sometimes it isn’t so black and white. We believe that the ability to make the […]

Conference March 21, 2012


By mariejosee on December 22 2011

LEAVE A LEGACY™ Québec, in collaboration with the CAGP-ACPDP™ Round Table of Montreal, organizes conferences for partner organizations. March 21, 2012  from 12:00 to 13:30 Speaker: Ms Cardinal, Directrice, Dons majeurs et planifiés au Bureau du développement de l’Université de Montréal Subject: “Stratégies gagnantes pour réussir sa carrière en dons planifiés” in French Le Nouvel Hotel – 1740 René-Lévesque […]

Ask Paul Nazareth all those questions that have benn nagging you!


By mariejosee on October 20 2014

Don’t miss the Q&A Session with Paul Nazareth on Tuesday, October 21st, from 5 p.m. – 7 p.m. at Collège de Montréal, 1931 Sherbrooke West. To register, please contact Tracey Abbey Taylor by email at traceyabbey@sympatico.ca.



By mariejosee on June 6 2014

Being financially ready to give is one thing, but being emotionally ready is another An often underestimated skill in planned giving is the ability to inspire, motivate and move people to action. This is both a science, in that we can learn from research in human psychology and an art, in that we can develop […]

A new midi-conference Getting down to the nitty-gritty- In French


By mariejosee on May 6 2014

For financial advisors and fundraisers! You have donors who are owners of “holdcos”. You understand that there are ways they can make transformational charitable gifts while retaining a substantial part of their assets. You dream of informing your donors about such strategies so their advisors can tell them more about them and see how they […]

2nd Annual Planned Giving Workshop for Small Organizations (in French)


By mariejosee on December 19 2013

Tips, Tricks, Pointers and Advice Small organizations have limited resources, yet Planned Giving is just as important for them as it is for large organisations.  It is therefore crucial that they be as strategic as possible.  To do so, they must know and implement tricks of the trade, whether the issue is prospective donor identification, […]

Quebecers better plan their future: retirement, will … And planned gifts?


By mariejosee on June 20 2011

For the third time since its creation in 2000, Leave a LegacyTM Québec uses a major survey to measure the change in the knowledge and attitudes of the people of Quebec when it comes to planned gifts. In 2011, there was a significant increase in the popularity of planned gifts going from 40% in 2005 […]

Monthly Columns regional editions


By mariejosee on January 15 2011

Monthly Columns regional editions From December 2010, French columns, with content written by LEAVE A LEGACY Québec, will be published monthly in the following regional Transcontinental editions: Rive-Sud Express, L’Action of Joliette, Le Trait d’union of Terrebonne, Le Courrier Laval, L’Appel from Québec, L’Express of Drummondville, La NouvelleUnion of Victoriaville, L’Hebdo from Saint-Maurice, L’Hebdo journal of Trois-Rivières, Le Courrier of Saguenay City, Journal Le Nord of Saint-Jérôme The objective of this operation is to […]

Can my charitable bequest penalize my heir(s)?


By mariejosee on April 16 2010

After providing for the well-being of your family and loved ones, you can bequeath an amount or percentage of your assets to one or many charitable organizations. Certain charitable bequests will significantly reduce the fiscal burden associated to your estate.  Often, the enjoyment of the assets goes to the spouse first; then is distributed to […]

Is it necessary that my intention to donate to a charitable organization be stated in my will?


By mariejosee on February 16 2010

Without a will, your property and finances are settled according to federal and provincial laws, which may not coincide with your wishes. In order to be certain that the charity of your choice receives the donation in question, it must be mentioned in your will. You must precisely state the exact name of the organization […]